Avaii Wealth Management, LLC Ishares Tr Global 100 ETF Transaction History
Avaii Wealth Management, LLC
- $171 Million
- Q1 2025
A detailed history of Avaii Wealth Management, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 5,984 shares of IOO stock, worth $575,660. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,984
Previous 6,116
2.16%
Holding current value
$575,660
Previous $616,000
6.66%
% of portfolio
0.34%
Previous 0.34%
Shares
13 transactions
Others Institutions Holding IOO
# of Institutions
342Shares Held
47.9MCall Options Held
2KPut Options Held
0-
Black Rock Inc. New York, NY25.8MShares$2.49 Billion0.06% of portfolio
-
Northwestern Mutual Wealth Management CO3.29MShares$316 Million0.28% of portfolio
-
Amplius Wealth Advisors, LLC1.15MShares$111 Million12.6% of portfolio
-
Annex Advisory Services, LLC1.09MShares$104 Million3.63% of portfolio
-
Morgan Stanley New York, NY948KShares$91.2 Million0.01% of portfolio